Takaya Weckle is a CFA-designated registered investment advisor at Clutinger Williams & Verhoye INC, based in San Diego, CA. Takaya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 113 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable for accounts over $10,000,000. Minimum annualized fee is $3,000 or 1.5% of the account value, whichever is less.
Fee Estimator
Location
6398 Del Cerro Blvd, Ste 3, San Diego, CA, 92120-4761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clutinger Williams & Verhoye INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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